Graham C. Irving
Professional summary
Graham Campbell Irving, CFP®, who also goes by Graham Campbell Irving, Graham Irving, is a registered financial advisor currently at DESERT CAPITAL ADVISORS, LLC located in Henderson, Nevada.
Graham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Graham has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Graham Campbell Irving's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
April 30, 2021 - Present
DESERT CAPITAL ADVISORS, LLC
Office #1: 2470 St. Rose Parkway Suite 211, Henderson, NV 89074January 25, 2019 - December 3, 2020
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 18, 2019 - December 2, 2020
FIDELITY BROKERAGE SERVICES LLC
January 22, 2016 - November 7, 2018
UBS FINANCIAL SERVICES INC.
December 16, 2015 - November 7, 2018
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/30/2021)
Exams
Current Firm
DESERT CAPITAL ADVISORS, LLC
CRD#: 312715 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 67,787,587 |
Red Flags
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